Allworth Financial LP Boosts Stock Position in iShares ESG Advanced MSCI USA ETF $USXF

Allworth Financial LP raised its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 3.2% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 292,208 shares of the company’s stock after acquiring an additional 9,131 shares during the quarter. Allworth Financial LP’s holdings in iShares ESG Advanced MSCI USA ETF were worth $16,746,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Opes Wealth Management LLC grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 0.5% in the third quarter. Opes Wealth Management LLC now owns 45,005 shares of the company’s stock worth $2,579,000 after purchasing an additional 210 shares during the last quarter. Penobscot Wealth Management bought a new stake in iShares ESG Advanced MSCI USA ETF during the 3rd quarter valued at about $330,000. Kestra Private Wealth Services LLC lifted its holdings in iShares ESG Advanced MSCI USA ETF by 79.2% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 16,479 shares of the company’s stock valued at $944,000 after buying an additional 7,282 shares in the last quarter. NewEdge Advisors LLC boosted its position in iShares ESG Advanced MSCI USA ETF by 44.9% in the 3rd quarter. NewEdge Advisors LLC now owns 44,499 shares of the company’s stock valued at $2,550,000 after buying an additional 13,797 shares during the period. Finally, Triumph Capital Management bought a new position in iShares ESG Advanced MSCI USA ETF in the 3rd quarter worth about $46,000.

iShares ESG Advanced MSCI USA ETF Price Performance

Shares of USXF stock opened at $56.23 on Friday. The company has a market capitalization of $1.18 billion, a P/E ratio of 28.41 and a beta of 1.05. The company’s 50-day simple moving average is $58.27 and its two-hundred day simple moving average is $57.68. iShares ESG Advanced MSCI USA ETF has a one year low of $40.01 and a one year high of $59.94.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Tuesday, March 17th will be paid a $0.1244 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.50 annualized dividend and a yield of 0.9%.

iShares ESG Advanced MSCI USA ETF Profile

The iShares ESG Advanced MSCI USA ETF (USXF) is an exchange-traded fund that is based on the MSCI USA Choice ESG Screened index. The fund tracks an index of large- and mid-cap US equities screened for positive environmental, social and governance rating while also screening for involvement in controversial activities. USXF was launched on Jun 16, 2020 and is managed by BlackRock.